These release notes summarize the new features, latest updates, and bug fixes from this month in Neostella platform.
For detailed information of product-specific changes, please visit our Help Center articles.
may 25th to 29th
adoption
| Global Manifest per Entity Centralized manifest structure is automatically generated for all migration entities, improving traceability and consistency across the migration process. | |
Map Values to Tags Users can now map tags during the transformation process, enabling better categorization and organization of migrated data. | |
Standard Mapping for User List Ensures a seamless user migration experience by providing default mapping configurations for user lists. | |
Allow Users to Re-Run an Execution Users can re-run executions after updating mappings without needing to rebuild configurations from scratch. | |
| Expand Canvas Cards to View Full Names Users can now expand canvas cards to see the complete names and information of the elements displayed. | |
| Re-Run Executions After Mapping Updates Users can re-run executions without rebuilding configurations, saving time when adjustments to mappings are needed. | |
| Fixed an issue where the Mapping UI broke object rendering due to a missing icon for the Date Time field type. | |
| Fixed the Execution Tab incorrectly displaying "Import ID" instead of "Import" as the label. |
automations
Create System Object Records from Automations New actions are now available to create Projects, Persons, and Leads directly within automations, with support for dynamically mapping automation variables into object fields and using created record outputs in subsequent workflow steps. | |
| Address, Email, and Phone Type Sub-fields in Create/Update Actions Create and Update Custom Object Record actions now support Address Type, Email Type, and Phone Type sub-fields. Fixed dropdown options are now automatically available in the UI, standardizing behavior across all create and update actions. | |
| Sub-field Type Support in Create/Update Actions Address Type, Email Type, and Phone Type sub-fields are now properly handled in Create and Update Custom Object Record actions, with standardized dropdown options across all related actions. | |
| Fixed relationship type fields being parsed as "Related to" in the frontend instead of using the correct field label. | |
| Fixed invalid field validation only showing the first error instead of all invalid fields in action configuration. | |
| Fixed special fields being parsed as Input instead of Dropdown, which caused unpredictable behavior. | |
| Fixed Number and Date fields from System Object actions failing with a "Type is not JSON serializable" message. |
communications
| Real-time Activity Feed Updates The Activity Feed now updates in real time, automatically displaying new feed items without requiring users to refresh the page. | |
| Attach Project Documents to Notes Notes now support document attachments, allowing users to associate project files directly with note activity. Available documents are filtered based on selected Projects and user permissions to keep collaboration contextual and secure. | |
| Email Redirection from Activity Feed The Activity Feed now supports inbound, outbound, and related email events with contextual details and direct redirection to the original email event. | |
| Send Emails from Quick Action with Replies Routed to the Project Account Emails sent from selected Projects are automatically linked to those Projects, ensuring replies remain associated with the correct context. | |
| View Contact Details and Email as Quick Action The Email "To" selector now displays detailed contact information, including relationship and primary contact details, while Quick Actions support contextual email composition from Projects. | |
| Outbound Email Attachments via SendGrid Outbound email attachments are now supported, with attachment visibility and access available from email records. | |
| Multi-Project Selection and Contact Filtering in Email Drawer The Email drawer now includes multi-project selection with contextual contact filtering and support for preloaded project context. | |
| Increased Inbound Email Attachment Support (up to 5 MB) Inbound email attachment support has increased from 1 MB to 5 MB, with attachments available directly in email threads and storage in Documents. | |
| Fixed an issue where tagged users were able to remove attachments from notes (even though saving was still not allowed). | |
| Fixed a bug where removing and reassigning projects, tags, or documents to a note would fail on reassignment. | |
| Fixed note mentions showing users who do not have access in the project context. | |
| Fixed missing notifications when editing a Note and mentioning a user. | |
| Fixed the "Send Email" quick action option appearing duplicated in the quick actions list. | |
| Fixed email contacts being filtered only by the default project when multiple projects were selected. | |
| Fixed the "Leads" field incorrectly appearing when opening the email quick action from the Control Center. |
core
| Show Leads Linked to a Contact Users can now view all leads directly linked to a specific contact from the contact profile. This new capability provides a clean, simplified view where users can easily see and navigate to related leads. | |
| Show Projects Within a Contact The contact profile view now includes a dedicated list of all projects directly linked to a contact, with intelligent grouping to avoid duplication when a contact holds multiple roles within the same project. | |
| Tenant Switcher Redesign The Tenant Switcher in the App Bar has been redesigned for a faster and more intuitive navigation experience. Key updates include: new tenant pinning to prioritize frequently accessed tenants, smart filtering, improved sorting, and responsive tooltips for long names. | |
| Redesigned Tag Management Component A redesigned and improved Tag Management experience is now available directly within the headers of Projects, Leads, Contacts, and Organizations. This update provides a faster, visually seamless way to apply and manage tags without loading interruptions. | |
| Permissions Matrix Readability Cells without applicable permissions in the permissions matrix now explicitly display "No" instead of appearing blank, eliminating ambiguity and improving clarity for administrators. | |
| Permission Grid Alignment Corrected the visual alignment between the "Title" and "Object" columns in the permissions grid, providing a cleaner and more organized interface. | |
| Quick Navigation to Permission Sets from User Profiles Administrators can now click directly on any assigned permission set within a user's "Permissions" tab to open its detailed view in a new tab, eliminating manual searching. | |
| Fixed text content not displaying correctly in the UI. | |
| Fixed tooltip overlap between the tenant name and the pin tenant button. | |
| Fixed keyboard navigation not working on the Tenant button. | |
| Fixed slow response and loading times on Contacts, Projects, and Docs grids. | |
| Fixed the URL not updating when transitioning from a Lead to a Project. | |
| Fixed the Rule Builder failing to apply conditions in permissions. |
customization
| Fixed imported calculation/merge fields not updating their expressions when displaying information in project instances. | |
| Fixed an issue preventing users from reorganizing fields inside an object. | |
| Fixed a Form Builder rule for setting field values not triggering correctly. | |
| Fixed the "Remove All From Toolbox" button not working after all items had been added. | |
| Fixed a bug where accidentally double-clicking a field in Form Builder would cause the system to malfunction. | |
| Fixed Custom Objects being accessible to users who should not have access. | |
| Fixed the search function in Forms not working correctly. | |
| Fixed the Views list not being arranged based on "Last Updated." | |
| Fixed the Tags option not appearing in the bulk actions bar for Project Groups. | |
| Fixed fields appearing in the selector even when they had already been added to a form. |
documents
| Mailroom Tab A new Mailroom Tab within All Documents displays documents received in the configured SharePoint Mailroom space, showing them in a grid with key document record data. | |
| Assign Documents to a Project from Mailroom Users within the Mailroom grid can select which project received documents belong to. | |
| Remove Documents from Mailroom Documents can now be soft-deleted from the Mailroom Tab and are sent to the Trash Tab. | |
| Tenant Mailroom URL Configuration Tenants can now configure a SharePoint Mailroom URL directly in Control Center / Document Settings. | |
| Bulk Tag Documents A bulk tagging action has been introduced in the Documents grid, allowing users to assign multiple tags to multiple documents at once using an interaction pattern consistent with other areas of the platform. | |
| PDF Form Field Assignment Admins can now assign each inserted field of a PDF Form Template to one person from the available context-related people. A person may be assigned to multiple fields, but each field can only have one assigned person. | |
| PDF Form: Searchable Tree Selector for Context Selection The context/object selector in PDF Forms has been replaced with a searchable tree selector, providing a hierarchical view and faster navigation consistent with patterns used elsewhere in the product. | |
| Search Bar in Add to Folder Modal Search functionality is now available in the Move to Folder modal, covering all elements shown in the tree. | |
| Synced Grid Actions on Templates and PDF Forms Templates and PDF Forms grids now expose the same set of applicable grid actions (Columns, Density, Export), providing a consistent user experience. | |
| Template Management Title Added to Forms Tab The "Template Management" title has been added to the Forms tab for consistency with existing module layouts. | |
| New Metadata Columns in PDF Forms Grid The PDF Forms grid now includes Object, Created At, and Updated By columns, improving visibility and management of PDF Form Templates. | |
| Improved Filters in Documents, Folders, and Signatures Grids Filters have been moved above the grid for improved usability and alignment with modern UX patterns. Key filters remain always visible while secondary filters are accessible via a filter menu. | |
| "All" as Default Filter Status in Templates Grid The Templates grid now defaults to showing "All" statuses, reducing filtering steps for most users. | |
| Fixed contacts duplicating instead of being deleted when using the Delete key. | |
| Fixed the Delete key on a contact triggering a "Signature not found" error and breaking the Signatures tab. | |
| Fixed folders list not being displayed properly. | |
| Fixed Quick View showing a blank screen when opened from the Control Panel. |
explore
| Tagging Support for Reports and Executions Users can now assign, manage, and visualize tags directly on reports and report executions, enabling better filtering, organization, workflow grouping, and operational tracking. | |
| Filter Reports and Executions by Tags Tag-based filtering is now supported in both the reports listing and executions listing, allowing users to quickly retrieve and organize records based on operational categories and business classifications. | |
| Column Management UI Improvements The column configuration experience in reports has been improved with automatic column loading, improved default column behaviors, column reordering capabilities, and contextual action visibility updates — aligned with the approved HiFi design. | |
| Currency and Date Formatting in Execution Results Execution results now display currency values with proper symbols and date values using AM/PM formatting, improving readability and usability of generated CSVs. | |
| Navigate from Download Modal to Execution Visualizer After running a report, users can now navigate directly from the execution confirmation modal to the execution visualizer, reducing unnecessary navigation steps. | |
| Column Order Preservation in Report Execution The Execute Report endpoint now preserves and returns columns in the exact order configured by the user, ensuring alignment between user-defined configuration and execution results. | |
| Improved Column Naming with Relationship Context Column names in reports now include relationship context alongside the collection name, eliminating ambiguity when multiple relationship fields reference the same collection. | |
| URL Field Filtering Support The report filtering engine now supports URL-type fields as filterable values, enabling reporting use cases that previously required workarounds. | |
Decoupled Filter and Column Logic Filter logic has been decoupled from column selection between advanced search and report execution flows, providing a more flexible and scalable architecture. | |
| Fixed the grid toolbar not being available in the Executions and Schedules tabs of the Reports module. |
finance
| Products and Services Catalog Finance users can now create and manage products and services within invoices. The catalog includes structured fields such as GL codes, item codes, unit of measure, and tax codes, improving consistency and accuracy in invoicing. | |
| Create and Manage Time & Materials Billable Items Finance users can add and manage products and services within Time & Materials invoicing, enabling invoices to include billable items beyond time entries. | |
| Edit and Delete Products and Services Users can now edit or delete previously created products and services, keeping their catalog updated and accurate. | |
| Simplified Invoicing UI The "Invoice Configuration" button has been removed from the invoicing view to streamline the interface without affecting any invoicing functionality. | |
| Flexible Activity Code Assignment Finance users can now assign the same code to multiple Activity Codes, enabling a more flexible structure for UTBMS classification. |
intake
| Fixed lead conversion losing subtype mapping for Projects. |
may 18th to 22th
adoption
| New Permission Sets for Cases and Leads Users will have the ability to select between new permission sets for Cases and Leads, providing more granular access control across the platform. | |
| Document Workspace — Access Metadata and Binary Files Users will be able to access document metadata and binary files directly from the document workspace, streamlining document review and editing workflows. | |
| Sync Documents Based on Manifest and Progress Tracking Partners will be able to synchronize document files into the tenant using manifest-driven processes with full progress tracking visibility. | |
| Import API Docs — Share Document Manifests from S3 Partners will be able to share document manifests directly from their own S3 environments without moving all files upfront, reducing data transfer overhead during onboarding. | |
| Object Collections as Multiple Instances Multiple related records of the same object type can now be migrated within multiple instances, expanding flexibility in complex data migration scenarios. | |
| Update Mapping with New Objects/Fields from Data Contract Fields are now updated in both the source and target cards when data contracts change, keeping mappings accurate and in sync with evolving schemas. | |
| Import data batch issues during stress testing for Contacts and Projects have been resolved. | |
| Schema Adapter now correctly truncates List Fields with more than 50 characters. | |
| Mapping process for Projects no longer attaches more than one key on the relationship during stress tests. | |
| Import Name is now displayed instead of Import ID in all relevant spots. | |
| Execution Status is now correctly updated to "Failed" in the grid when an execution fails. |
automations
| Get System Object Record Action Automations now support retrieving System Object records during workflow execution through the new Get System Object Record action. Users can retrieve system object information for Leads, Organizations, Persons, and Projects, and use returned records in downstream automation steps. | |
| Fixed an issue where the snack bar notification did not appear in the canvas after clicking Save when updating an automation's name. | |
| Resolved a bug where Number and Date fields from Custom Object actions caused the action to fail with a "Type is not JSON serializable" error. |
communications
Bulk Associate SMS with Projects and Activity Feed Users can bulk associate SMS messages with Projects and automatically publish related activity to the Activity Feed, improving traceability of communications at scale. | |
| Custom Event Type Colors Users can now create and view Calendar Events using custom colors by event type across create, edit, view, and filter actions, making calendar management more visual and organized. | |
| Enhanced Calendar Attendee Details and Project Filtering Users can more easily identify and select the correct assignees for calendar events with enhanced attendee details, contextual project filtering, and improved relationship visibility. | |
| Calendar Soft Delete Calendar event deletion is now aligned with platform standards, changing from a permanent delete to a soft delete approach. | |
| Fixed a 404 error that occurred when redirecting from a calendar event in the activity feed. | |
| Email and Calendar activity feed lines now display the correct icons. | |
| Resolved a timeout issue causing the 'Filter by project' field options not to display in Notes Filters. | |
| Fixed an issue where the Note drawer did not properly open after redirection from a feed item. | |
| Existing projects are now correctly displayed when creating a note. | |
| Fixed an incorrect redirect when clicking on a notification related to a tagged message created from a quick action. | |
| Contacts without emails are now correctly listed during event creation and editing in project context. |
core
| Rule Builder Enhancements The Rule Builder has been enhanced to provide a more streamlined and responsive experience. Users can now create simple event-based rules directly, bypassing the need for complex logical operators or field configurations. Loading times for existing rules have also been significantly reduced. | |
| Filter Improvements The overall filtering experience has been improved to be more intuitive and efficient. The filter badge now dynamically updates to show only when active filters are applied. The dropdown display has been expanded to improve the visibility of selected tags, and a keyboard shortcut now allows running queries instantly by pressing "Enter." | |
| Remove Settings Button from User Menu The non-functional Settings button has been removed from the User Menu to reduce UI clutter and confusion. | |
| Tags are now visible in projects. | |
| Fixed a bug where the "Discard Changes" modal appeared after entity creation, incorrectly blocking navigation. |
customization
| Panel Component in Forms Users can now group fields within forms using a Panel component, improving form organization and allowing logic to be applied at the panel level. | |
| Standardized Field Labels in Field Preview Field labels and formatting in field preview components have been standardized to ensure a consistent user experience across forms and views. | |
| Improved Custom Object Forms in Drawers The usability, alignment, and layout behavior of forms within drawers have been enhanced to provide a more consistent and user-friendly experience, including a better-looking header and tabs area. | |
| Object Type Visible in Search, Card, and Table Views Object type is now included as a visible field across search, card, and table views to improve record identification, filtering, and navigation. | |
| Views Activity Logs Administrators now have visibility into view usage and activity, enabling monitoring of interactions, improved troubleshooting, and better understanding of how views are consumed across the platform. | |
| Field-Types Settings Alignment (GET and POST Keys) Consistency between field type configurations and field APIs has been improved by aligning the keys exposed in /field-types with the actual GET and POST field behaviors supported by the platform. | |
| Object Endpoint Key Validation Object API endpoints now validate and limit the keys sent through requests, reducing unnecessary payloads and preventing unsupported data from being processed. | |
| Fixed an issue where the percentage type incorrectly took precedence over the integer type in calculation fields. | |
| Views are now correctly highlighted in the contextual menu after selection in Projects. | |
| Forms no longer get highlighted in the contextual menu after opening a project via link. | |
| _key is now added in import schema to ensure relationship fields are properly imported. | |
| Fixed a bug where a project did not appear the first time after being re-added to a group in Project Groups. | |
| Updating merge field expressions for person names no longer overwrites the expression on the organization side. | |
| Icon filters on the Types tab in Objects now correctly perform their intended actions. | |
| Icon filters on the Fields tab in Objects now correctly perform their intended actions. | |
| Fixed a UI overlap where dropdown options overlapped the delete button in Project Groups. | |
| The system no longer allows duplicate abbreviation names in Object Types. | |
| Multiple schema import issues have been resolved, including relationship field ordering, missing fields after import, and field groups not being assigned correctly. |
documents
| Align Selected Fields When Dragging in Bulk When configuring signing sessions, users can now select multiple fields and align them into a single column to improve layout consistency and accuracy. | |
| Change Assigned Signer Directly from the Field Users can now update the assigned signer directly from the field configuration during signing session setup, eliminating the need to navigate away from the current context. | |
Merge Two or More PDF Files into One Users can now merge multiple PDF files into a single document directly from the platform. | |
| Fixed a duplicate document error that occurred when uploading the same document in different workspaces. | |
| Fixed a bug where clicking "Sign" was incorrectly populating initials instead of the signature in Signature fields. |
explore
| Doc Search Results with Text Snippet When a user searches for document content, search results now display not only the document name and a redirection link, but also the text fragment where the match was found, improving search precision and navigation. | |
| Improved Async Report Processing Message The message indicating that processing a report will take some time has been updated for clarity. | |
| Quick Search now correctly returns results related to persons when searching for an exact name. | |
| Editing a Report marked as "Favorite" now correctly retains the favorite: true flag in the Report Builder screen. | |
| The "Sort by Actions" column option is no longer available in Reports, removing an unintended sort behavior. | |
| Saving a report as a favorite now correctly keeps the star icon marked. | |
| "Preview of Next Occurrences" in Schedules now correctly displays elements. | |
| Filtering reports by "Favorite" now behaves consistently across the Reports tab. |
intake
| Contact Detail Drawer from Lead Header Users can now access full contact details directly from the Lead header, reusing the same drawer interaction already available in Projects. This reduces navigation friction and provides immediate access to critical contact data during the intake process. | |
| Remove Archive and Delete from System Stages Archive and Delete are no longer treated as part of the business lifecycle but instead managed as record state flags. This provides a cleaner data model where System Stages represent only the progression of a Lead. | |
| Enable Folder Creation in Leads Document Structure Administrators can now properly configure and manage the document folder structure for the Leads module within Control Center, aligning the Leads folder management experience with the behavior already available in other modules. | |
| Link Project to Originating Lead After Conversion Every Project created from a Lead now maintains a direct and persistent relationship with its originating Lead, enhancing traceability, data integrity, and reporting capabilities across the full lifecycle from Intake to Case. | |
| Folder View for Lead Documents Folder-based document management is now available in Intake (Leads), leveraging the existing structure from Projects. This improves usability, scalability, and information organization, especially for cases with high document volume. | |
| Fixed a bug where the Lead Name field was incorrectly validated as empty when editing or assigning an Object Type. |
workflows
| Pin Task from the Task Detail Panel Users can now pin any task directly from the Task Detail Panel, regardless of how they accessed it, keeping important tasks easily accessible and making day-to-day task management faster and more focused. | |
| Author Full Name in Workflow Template Events Workflow template event history now includes the full name of the author who performed each action, improving audit trail readability. | |
| Version History Sidebar Visual Adjustments The Version History sidebar in Process Studio has been updated with visual adjustments to sidebar width, user name display, and font sizing to improve readability and align with the updated design. | |
| Improved User-Task Relationship A direct link has been added in the database between tasks and the users related to them, including the assignee and eligible users, making the relationship easier to query and build upon. | |
| Dark Mode styling is now correctly applied in the workflow editor within Process Studio, providing a consistent experience across the application. |
may 11th to 15th
adoption
Select Import in Mapping Creation Users can choose between datasets and select specific prepared imports when creating mappings, improving control over which data source drives a migration. | |
Import API Data Users can retrieve migration files directly from external client or partner S3 buckets, enabling seamless data ingestion from third-party sources. | |
| Allow Users to Copy Mappings and Manage Mapping Actions Users can duplicate existing mappings and clean up unused ones, organizing their workspace without losing important configurations. | |
| Object List Marking Objects Already Added to Canvas Users can identify which objects have already been added to the mapping canvas, avoiding duplicate selections during configuration. | |
| Daily CRON Trigger for Signature Provisioning Signature scheduling now runs automatically every day without manual intervention. | |
| Communication Topic for Provisioning System components can exchange messages reliably using a centralized communication topic during the provisioning process. | |
| Select Imports by Name Users can now identify the correct import using meaningful names instead of technical IDs. | |
| Maintain Fields in Alphabetical Order All field lists now appear in alphabetical order across the mapping experience. | |
| Validate Manifest Structure Before Transformation All incoming data loads are validated for correct structure before processing, preventing errors early and improving migration reliability. | |
| Sync Import Data Docs Based on Manifest All expected data files are verified before processing begins, reducing migration errors. | |
| Use Import ID in Transformation and Ingestion Imports are now tied to a specific Import ID, ensuring accurate traceability through the pipeline. | |
| Internal User Tables to Import Data, Include Blacklist and Standard Fields to Schema Adapter, Wording FE Changes, Adjust Permissions for Serverless Resources — these updates include internal improvements that do not impact the user experience. | |
| Target objects not displayed in alphabetical order in the right sidebar during mapping creation. | |
| Tenant Event Bridge step in provisioning is failing. | |
| Number of records executed not displayed in execution grid. | |
| Full data upload for S&K test — internal fix. |
automations
| Autocomplete-Based Project Selection Replaced static dropdowns with an autocomplete-based search experience for Project selection. Users can now search Projects dynamically with faster, filtered results as they type, reducing load times and improving usability for large datasets. The enhancement also introduces a reusable autocomplete completion method for scalable future implementations. | |
| Search Dropdown Default Behavior The search dropdown no longer shows "No options" before the user enters search criteria. |
communications
Activity Feed — Email Tracking (SendGrid) The Activity Feed now includes email activity, helping teams track sent, received, and related emails directly within Projects. | |
| Send Emails from Project Heade Emails sent from a Project are automatically associated with that Project, allowing replies to be tracked in the related communication history. Emails sent outside of the app include a no-reply notice indicating that replies will not be received. | |
| Activity Feed — Notes Integration Notes now integrate with the Activity Feed. Users can track when notes are created, updated, or deleted, see all relevant details (user, time, object, and message), and click feed items to access the original note. | |
| Activity Feed — Calendar Events The Activity Feed now tracks calendar event creation, updates, and deletions with relevant event details and direct navigation to events. | |
| Activity Feed — SMS Linked to Projects SMS messages can be linked to Projects and tracked in the Activity Feed, including sender details and direct access to the original conversation. | |
| SMS Contact View from Project Users can view SMS conversation history when opening a contact from the project context. | |
| SMS Reply Notifications Users who have sent SMS messages to a contact since the last reply are notified when the contact sends a new message. | |
| Calendar as a Quick Action Users can create calendar events from Quick Actions and add attendees based on the current Project context. | |
| Calendar Attendee Filter Users can now filter calendar events by attendee. | |
| Delete a Note Note deletion is supported for user-created notes, including threaded notes and notes with mentions, while preventing deletion of notes created by others. | |
| Custom Note Types Users can assign and manage Note Types within notes, replace existing types, and filter notes by Type across the Notes experience. | |
| SMS Layout Improvements (Part 2) SMS UI improvements for conversation history, including displaying the sender name. | |
| Demo Call Integration Internal enhancement for demo call integration. | |
| SMS notifications: new replies not displayed on related thread after redirection. | |
| Notes duplicated on user and project views after more than 20 items are created. | |
| Notes reflected as "project updated" in project Activity instead of as note events. |
core
| Tag-Based Permission Type Introduced a dedicated workspace within the Control Center for administrators to configure tag-based permissions. Firms can map specific tags directly to access rules, with system validations to prevent overlapping or conflicting tag types. | |
| Contact Contextual Permissions (People and Organizations Administrators can now set distinct, conditional access rules for People and Organizations. Firms can control user access based on specific contact types (e.g., restricting who can view or edit Judges or Hospitals), delivering enterprise-grade data protection. | |
| Custom Menu Translations Administrators can rename core system menu options (such as "Projects" or "Leads") to align with their firm's internal terminology. Supported in both English and Spanish. | |
Unified Filter Bar Component Standardized the filtering interface across the platform by replacing fragmented legacy components with a single, intuitive Filter Bar. The upgrade introduces smart performance safeguards for large datasets, preventing system slowdowns during heavy queries. | |
| Color Picker for Object Types Restored and expanded the ability for users to fully manage, categorize, and visually color-code object types across the platform, including previously restricted objects, with a streamlined color selection UI. | |
| Groups Improvements Added the ability to rename existing groups and surfaced associated partners directly within the table view and group details. | |
| Updated Header Component Relocated contact functionality to the top right corner of the header component for Projects, consolidating the UX. | |
| Stages Display Limit Increased Increased the display limit for Stages from 10 to 100 items, removing a viewing bottleneck for users with complex workflows. | |
| Publish Button Label Changed the "Save As" button label to "Publish" for workflow templates to better reflect the action of making templates available for use. | |
| People/Organization permissions displaying duplicated dropdown yes/no options in Control Center. | |
| Labels in menus and objects displaying raw system codes instead of proper names. | |
| Rule Builder not keeping format after save when chaining multiple conditional rules. | |
| Field tags not displayed correctly in Dark Mode. |
customization
| Object Type Tree View Refactored the object type component to include a tree view, improving visibility, usability, and management of hierarchical type structures. | |
| Required Fields Validation Enforcement Required fields can no longer be locked, hidden, or archived at the schema level. Consistent validation behavior is enforced when fields have any limitation in forms. | |
| Navigate from Object Builder to Forms Users can navigate directly from the Object Builder to associated forms, improving efficiency and reducing friction in form configuration. | |
| Async JSON Schema Creation JSON schema creation is now processed asynchronously to improve system performance, reduce timeouts, and provide a more reliable experience. | |
| Project Type Tree View Component Changed the project type selector to a tree view that only allows last-item selection, improving navigation of hierarchical type structures. | |
| Inline Field Error Messages When a field fails validation in a form, the error message now displays directly on the field with a generic error in the snackbar. | |
| Form Sync Improvements Improved form synchronization to ensure that field updates and calculated field configurations are consistently reflected across all forms, including legacy ones. | |
| Name field set as merge field showing as text and not populating. (CCK) | |
| Object type restriction not recognizing hierarchy, only direct coincidence. | |
| Error 500 in dynamic layout rendering a specific form. | |
| Duplicated field names on import. | |
| Shareable objects not showing with project type restriction in nested types. | |
| Multi-select field types and dropdowns bug. | |
| Date field showing error instead of clearing when value is removed. | |
| Project object not allowing new fields due to duplicate "created by" labels. | |
| Field label not accounting for spaces. | |
| Contact/organization not stored in relationship field after saving form. | |
| "Add new form" button placement incorrect in Schema Forms. | |
| Entity and ID displayed in error snackbar for project group association | |
| Computed value trigger not firing when calculated field is created. | |
| Project group filters not performing any action. | |
| Key attributes/columns missing in project groups grid. | |
| Grid view column order not matching configured field order. | |
| Primary project in assigned projects issue. | |
| Unable to uncheck "Set as default" option in Objects. | |
| Project groups allowing non-shareable objects to be added. | |
| Relationship field metadata not filtering by expired. | |
| Date fields allowing non-existent dates (multiple occurrences). | |
| All fields appearing in column after leaving and returning to a form in Object Builder. | |
| Form Builder field title and description checkbox issue. |
documents
| Document Upload Name Validation When uploading a document with a name that already exists in the current context, users are presented with a decision modal allowing them to create a new version, upload as a separate document, rename the file, or cancel the upload. | |
| Created By Filter A new user-based filter lets users select one or more creators from a list to filter documents by who created them. | |
Filters in Signed Docs grid not working properly.
| |
Clear Filters button not enabled when applying "Created By" filter.
| |
| Document generation fails when template variables inside tables use variable name instead of selector. | |
| Removed unused icons from the Details Panel. |
finance
| Native view showing "edit time entry" form when opening from Time module. | |
| Time column aligned to the right instead of standard alignment. | |
| Incorrect seconds conversion for "1h 5m" or "2h 5m" inputs. |
explore
| Favorite Report Executions Users can add report executions as favorites directly from the data grid. | |
| Chart Currency and Percentage Symbols Metric chart components now display currency symbols and percentage symbols correctly. | |
| Run Report fails when using multiple Custom Objects due to empty values or incorrect relationship path. |
intake
| Client Filter in Leads Workspace Added a Client filter to the Intake Leads workspace, matching the filtering capability already available in the Projects workspace for consistent cross-module behavior. | |
| Active Leads Default View The Leads list now displays only active records by default. Users can access inactive or closed Leads through stage filters, reducing clutter and improving focus on actionable records. | |
| Client Field Standardized to Contact Updated the Client field in Leads from a Person relationship to Contact, standardizing the data model for consistency, data integrity, and scalability across the platform. | |
| Messages accessible for converted Leads when they should not be. |
workflows
| Task Reassignment Authorized users can reassign tasks to a different team member or free them up entirely from the task details sidebar, giving teams flexibility to adjust workloads while maintaining an audit trail of every assignment change. | |
| Task Time Tracking Task assignees now have a built-in timer to track time spent on each task. Users can start, pause, and reset the timer from the task details sidebar, with every time entry automatically logged with date, start/end times, and duration. | |
| Start Task (Transition to In Progress) A Play button is now displayed on every task row in Assigned status. Clicking it transitions the task to In Progress, making the status change immediately visible across the task list. | |
| System User ID on Automated Workflow Instances Every workflow instance generated automatically now carries the user ID of the triggering user, providing full traceability across all automated executions. | |
| Tasks Quick Access — On-Demand Loading The tasks quick access menu in the top navigation bar now loads data only when opened, instead of fetching on every app load. This avoids unnecessary backend requests and improves overall app performance. | |
| Outcome Codes sidebar displaying with incorrect width. | |
| Rule paths rendering incorrectly on canvas after deleting an intermediate path. | |
| Assignee column empty in Project Task view. | |
| Unpublish modal not displaying affected templates count for mixed status selections. | |
| Tasks grid counter displaying page count instead of total task count. |
may 4th to 8th
adoption
| Filtering and Sorting in Execution Grid Users can now quickly locate specific executions using filters and sorting directly in the execution grid. | |
| Prompt Users to Save Unsaved Changes Users will be warned before leaving the Import screen when there are unsaved changes, preventing accidental data loss. | |
| Conditional Rule to Show All Available Fields Users can now create conditional rules using any field from the full schema, not just mapped fields. | |
| Source Schema and Import Type not visible in the Mapping Grid. | |
| Permission set issue causing project mapped items to not be visible. | |
| Provisioning SF fails when executing light tenant provisioning. |
automations
| Rich Text Data Type for Node Configuration Added a new Rich Text data type for node configuration inputs in the automation canvas. Users can format content (e.g., bold, lists, structured text) directly within fields. | |
| Dynamic Output in Get Custom Object Record The "Get Custom Object Record" action now supports dynamic output, improving flexibility in automation workflows. | |
| Handle Empty Merge Fields in Formstack Merge Document The Formstack Merge Document action now gracefully handles scenarios where merge fields are empty. | |
| Starting Node Visible in Execution Logs The starting node is now visible in execution logs for better workflow traceability. | |
| Return Null for Empty Optional Fields in Node Configuration Empty optional fields in node configuration payloads now correctly return null instead of unexpected values. | |
| Overlapping between data name and type when the name is long enough. | |
| Create/Update Custom Object record actions failing with a 'NoneType' object has no attribute 'name' error. |
communications
Context-Aware Mentions in Notes Mentions in Notes now adapt to context — within a project, only related users are available; outside a project, any user can be mentioned. | |
| Calendar Events — Required Attendees and Improved Contact Selection Calendar events now require at least one attendee. The event creator is added by default but can be removed, as long as at least one attendee remains. When no project is selected, users can choose attendees from all accessible contacts. | |
| Improved Project Email Address Construction Logic Fixed the logic for building project email addresses for inbound and outbound routing. | |
| Fixed an issue where the Communications page could fail to load when email threads were associated with multiple projects. |
core
| Server-Side Pagination for Dropdowns Dropdowns displaying contacts are now paginated, preventing long waits or timeouts when loading large contact lists. | |
| Missing 'Avatar' translation in Spanish. | |
| Group becomes uneditable after being disabled and re-enabled. |
customization
Project Groups: Users can now create and manage Project Groups to organize related projects and share data:
| |
| System Fields on Merge Fields Users can now add system attributes (object selector, created at, created by, updated at, updated by) in forms, views, and merge fields. | |
| Toggle Between Graph and Table View in Schema/Data Canvas A new toggle between graph and table views in the schema/data canvas improves performance and usability for large datasets, automatically defaulting to table view when node volume exceeds thresholds. | |
| Copy Option for API Names in Object Builder A copy option has been added to API names in the object builder (fields, objects, types, groups), making it easier to reference them elsewhere. | |
Formatting Support for Calculated Fields Enhanced formatting handling for calculated fields based on the field_attributes.output_type property in the project view. | |
Skip Validation When Deleting Object Types in Build Mode Object types can now be deleted without validation when build mode is active. | |
Reserve the "Role" Keyword in Schema Builder The keyword "role" is now reserved in the schema builder to avoid system errors. | |
| Service to Retrieve Possible Actions on Objects A new service enables retrieval of possible actions on custom and system objects. | |
| After an object type is filled, the user could still interact with the field (Projects). | |
| Table component did not support relationship fields. | |
| Fields on dynamic layout were not filtered by object type (Production). | |
| Unable to load view error on a specific view (STG). | |
| Error appeared when trying to delete a field group that had not been created yet (STG). | |
| Issues with Project Groups: removing a project from the header failed, projects not displayed when opening the group from the header, and user could change the project type unexpectedly. | |
| Shareable Objects field not listing objects according to the project type. | |
| Fields could not be edited due to a limitations error for created_by and updated_at. | |
| Close icon "x" missing on relationship field drawers. | |
| Cannot delete form in Production (Bell Legal Group). | |
| Calculated field not handling formatting correctly (STG). |
documents
PDF Forms Tab in Control Center > Templates A new dedicated PDF Forms tab clearly distinguishes and manages PDF Form Templates independently from DOCX templates. | |
| Select a Data Point for Single Form Fields Each form field can now be mapped to a single data point from the context, enabling dynamic document generation with pre-filled fields while still supporting manual input when no data point is assigned. | |
| "Waiting For" Label in Signing Session Progress Bar Added a "Waiting for" label in the Signing Sessions grid progress bar to show who is next to sign, improving visibility of the current signing status. | |
| Templates > Forms tab: Fields context not saved after navigation. | |
| Templates > Forms tab: Uploaded PDFs marked as is_form: false and not viewable in the list. | |
| Save button remained enabled even when no changes were made in a form within Templates. | |
| Signing Role could not be defined for app users. | |
| Components for Signing Session setup not responsive. | |
| Non-PDF files could be uploaded in the Templates tab despite a PDF-only restriction. | |
| Documents not being filtered by is_form: true in Templates > Forms tab. | |
| Editing a Working Session name did not trigger an API call when clicking outside the field. | |
| Multiple Working Session names could be edited simultaneously. |
explore
| Support for Special Fields in Charts Users can now create chart components that filter and group records using special fields and their specific sub-attributes (e.g., city, country, or email value). | |
| Support for Object Types and Sub-types in Charts Users can now create chart components that filter and group records by object type. | |
| Improved Search Field Selection in Reports Users can now search for fields and subfields more efficiently when creating filters or adding columns to reports. They can also select all subfields from relationship fields or special fields when adding columns. | |
| Quick Search Results Ranking Updates Improved global search relevance by prioritizing results that contain the full user search input. | |
| Leads Available in Global Search Users can now search leads by name directly from the global search bar without requiring additional configuration. | |
| "Created By" and "Updated By" Display User Emails Report column results for "Created By" and "Updated By" now display user email addresses instead of user IDs. | |
| Accurate Chart Labels Updated chart components to display clean and accurate labels by removing duplicated label names. | |
| Reports not running and could not be downloaded. | |
| Sorting by "Favorite" not always updating the column view in the reports and schedules tabs. | |
| Chart view results shifted to the wrong columns. | |
| Quick search configuration issue when the quick search toggle is on. |
workflows
| Request Next Task from Quick Menu The Request Next Task functionality is now connected to the Request Task button in the tasks quick menu, giving users a single-click path to pull their next assigned task without navigating away from their current view. | |
| Task Due Date and Priority Changes Users can now modify task due dates and priorities directly from the task view. | |
| Unpublish a Template Users can now unpublish workflow templates when needed. | |
| Path Description in Rules showed the default placeholder text instead of the persisted value after reopening a rule. | |
| Dark Mode visual issue when editing workflow nodes in Process Studio. |